Axis Aggressive Hybrid Fund vs PGIM INDIA LARGE CAP FUND

Axis vs PGIM· Portfolio Overlap Analysis

44.9%High Overlap
29 common stocksRank #16180 / 20,000

Investor takeaway: At 44.9% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (29)

StockWt% in Axis Aggressive HybridWt% in PGIM INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
5.43%8.93%5.43%
Reliance Industries Limited
Petroleum Products
5.19%6.64%5.19%
ICICI Bank Limited
Banks
4.85%7.94%4.85%
Larsen & Toubro Limited
Construction
3.18%4.44%3.18%
State Bank of India
Banks
3.67%2.91%2.91%
Bharti Airtel Limited
Telecom - Services
2.75%4.72%2.75%
Bajaj Finance Limited
Finance
2.00%2.94%2.00%
NTPC Limited
Power
1.71%2.13%1.71%
Infosys Limited
IT - Software
3.31%1.68%1.68%
Mahindra & Mahindra Limited
Automobiles
2.25%1.67%1.67%
Kotak Mahindra Bank Limited
Banks
1.40%2.94%1.40%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.30%1.85%1.30%
Titan Company Limited
Consumer Durables
0.88%2.30%0.88%
Samvardhana Motherson International Limited
Auto Components
0.87%1.08%0.87%
Tata Consultancy Services Limited
IT - Software
0.82%2.56%0.82%
Britannia Industries Limited
Food Products
0.80%1.28%0.80%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.79%1.35%0.79%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.75%0.91%0.75%
HDFC Life Insurance Company Limited
Insurance
0.94%0.74%0.74%
Varun Beverages Limited
Beverages
0.68%2.11%0.68%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.65%1.29%0.65%
Eternal Limited
Retailing
0.65%2.26%0.65%
Bharat Electronics Limited
Aerospace & Defense
0.61%0.77%0.61%
Tech Mahindra Limited
IT - Software
0.57%1.21%0.57%
Shriram Finance Limited
Finance
0.78%0.56%0.56%
Dixon Technologies (India) Limited
Consumer Durables
0.48%0.68%0.48%
Cholamandalam Investment and Finance Company Ltd
Finance
0.47%0.54%0.47%
ITC Limited
Diversified FMCG
0.34%0.75%0.34%
Hindalco Industries Limited
Non - Ferrous Metals
0.21%0.65%0.21%

Unique to Axis Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to PGIM INDIA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.6% (4)
Petroleum Products
5.2% (1)
Construction
3.2% (1)
IT - Software
3.1% (3)
Finance
3.0% (3)
Pharmaceuticals & Biotechnology
2.8% (3)
Telecom - Services
2.8% (1)
Power
1.7% (1)
Automobiles
1.7% (1)
Consumer Durables
1.4% (2)
Auto Components
0.9% (1)
Food Products
0.8% (1)
Insurance
0.7% (1)
Beverages
0.7% (1)
Electrical Equipment
0.7% (1)
Retailing
0.7% (1)
Aerospace & Defense
0.6% (1)
Diversified FMCG
0.3% (1)
Non - Ferrous Metals
0.2% (1)

More comparisons for Axis Aggressive Hybrid

More comparisons for PGIM INDIA LARGE CAP

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.